Welcome to the ProjectSight Idea Portal

Your feedback is an essential part of how we continually improve ProjectSight. You can use this page to submit new ideas, or vote on ideas from other users.

This portal is for suggesting enhancements only. If you are experiencing a product defect, please contact support.

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PS Web App & Platform

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Editing record settings on the Checklist Template Level

It would be nice to see the ability to manage the Record Settings (Notifications, Workflow, Reports, Security, Default Assignees, and Field attributes) on the Checklist template level. We would like to see the ability to manage record settings on ...
Henrick Malpica over 1 year ago in PS Web App & Platform 0

Need ability to add custom fields to CashFlow Forecasts Line Items

Currently it is only possible to add custom fields to the header or overall CashFlow Forecast, but not to the line items where the budget codes and amount are listed. Most of the other forms have the line item detail. This could allow us to enter ...
Mercedes Green over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Print page footers on attachments (page numbers)

Currently page footers only print on the base report and do not get carried down to the attachments. It would be great if these footers printed on the attachments as well so there is an accurate page count for the entire document.
Hunter Dickerson about 3 years ago in PS Web App & Platform / Reports 0

Linking Contacts to Projects in Import Form

Currently, when filling out the import form for companies and contacts, there seems to be no way to link the contacts to a specific project. This means, a user has to go through each new contact and assign them to the right project, after import. ...
Dan Bentil almost 5 years ago in PS Web App & Platform / Companies & Contacts 0

Warning Pop-up for No Email Address Listed for User

There should be a pop-up warning if you try send/assign submittals, RFI's, etc to a contact on a project that are not current users or do not have an email address associated to them. Currently, ProjectSight will allow you to send/assign files wit...
Jeff Young over 3 years ago in PS Web App & Platform / Companies & Contacts 0

Project specific settings for rounding

Change orders should be able to be set to round to the nearest dollar (per project basis).
Guest over 3 years ago in PS Web App & Platform / Budget & Cost Management 0

Master Projects

Acme Hotel' is the master project and then you would be able to create subprojects that are children of the parent and be able to go into a module and choose the subproject from the master project. For example, navigate to the Acme Master Project,...
Ricci Stevens over 3 years ago in PS Web App & Platform / Settings & Administration 0

T&C Field or Notes Field in the Purchase Order form

The Purchase Order form catches 90% of what we need but a place to enter the Terms and Conditions is missing. Even a Notes or Memo field where we could type in the information would be helpful.
Ricci Stevens almost 5 years ago in PS Web App & Platform / Budget & Cost Management 0

Currently the user who clicks the publish button in a Drawing set is not tracked in a field.

Currently when drawings are published from the drawing set they carry over the author as the user who is on the drawing set. Client is wanting some way to view who actually clicked the publish button. Anyone with access to the drawing set can clic...
William Atchison over 1 year ago in PS Web App & Platform / Drawings 0

Include Timezone in Portfolio or Project Settings

It would be useful if there was the option to add a timezone in the portfolio or project settings so that when reports are printed the "printed on" date is correct.
Guest over 3 years ago in PS Web App & Platform / Settings & Administration 0

Dear Viewpoint Suggestion Box contributor;

We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs. Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.

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